Latest Institutional Sells of Dimensional ETF Tr Core Fxd In (DFCF)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Core Fxd In (DFCF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-247K- 37.79% |
$10.2M - $10.7M
|
406K
$16.9M
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-141K- 10.46% |
$5.81M - $6.12M
|
1.21M
$50.2M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.21M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.6K- 3.35% |
$1.09M - $1.15M
|
768K
$31.9M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20.3K- 13.26% |
$834K - $878K
|
133K
$5.51M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.1K- 71.37% |
$661K - $696K
|
6.44K
$267K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14K- 27.33% |
$578K - $609K
|
37.3K
$1.55M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 55.3% |
$563K - $593K
|
11.1K
$459K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 27.98% |
$481K - $506K
|
30.1K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 58.17% |
$446K - $469K
|
7.78K
$323K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 25.03% |
$273K - $288K
|
19.9K
$826K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.94K- 2.08% |
$245K - $258K
|
280K
$11.6M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.76K- 2.79% |
$237K - $250K
|
201K
$8.35M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.54K- 46.65% |
$187K - $197K
|
5.19K
$216K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.49K- 19.92% |
$185K - $195K
|
18K
$749K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.01K- 11.83% |
$165K - $174K
|
29.9K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.98K- 12.18% |
$164K - $173K
|
28.7K
$1.19M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.73K- 27.29% |
$113K - $118K
|
7.28K
$303K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 17.1% |
$73.1K - $77K
|
8.61K
$358K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-609- 1.74% |
$25.1K - $26.4K
|
34.4K
$1.43M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-576- 1.24% |
$23.7K - $25K
|
46K
$1.91M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-309- 4.99% |
$12.7K - $13.4K
|
5.89K
$245K
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-274- 0.11% |
$11.3K - $11.9K
|
241K
$10M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-205- 0.92% |
$8.44K - $8.88K
|
22.1K
$918K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164- 0.3% |
$6.75K - $7.11K
|
54.3K
$2.26M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139- 0.05% |
$5.72K - $6.02K
|
282K
$11.7M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133- 2.58% |
$5.48K - $5.76K
|
5.03K
$209K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$331K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$497K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.33M- 82.69% |
$262M - $276M
|
1.33M
$55.1M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-590K- 65.95% |
$24.4M - $25.7M
|
304K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-270K- 35.09% |
$11.2M - $11.8M
|
500K
$20.8M
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-130K- 21.97% |
$5.37M - $5.66M
|
461K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87.8K- 90.84% |
$3.63M - $3.82M
|
8.85K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-72.4K- 92.25% |
$2.99M - $3.16M
|
6.09K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.3K- 39.47% |
$2.82M - $2.97M
|
105K
$4.35M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-56.6K- 31.49% |
$2.34M - $2.46M
|
123K
$5.11M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-45.8K- 15.9% |
$1.89M - $1.99M
|
242K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 24.51% |
$1.24M - $1.31M
|
92.4K
$3.84M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-16.9K- 27.99% |
$699K - $736K
|
43.5K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.4K- 31.69% |
$636K - $670K
|
33.2K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14K- 2.06% |
$578K - $609K
|
665K
$27.6M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 0.83% |
$578K - $609K
|
1.68M
$69.7M
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-11K- 31.54% |
$455K - $479K
|
23.9K
$992K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.44K- 24.68% |
$390K - $411K
|
28.8K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.51K- 30.55% |
$352K - $371K
|
19.4K
$804K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.48K- 7.41% |
$351K - $369K
|
106K
$4.4M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-8.45K- 3.81% |
$349K - $368K
|
213K
$8.85M
|